Retirement

  1. Want to Relocate for Retirement? Be Realistic

    Here's how financial advisors can help retiring clients develop a realistic picture of relocation.
  2. Are IRA accounts escheatable?

    Find out how and when your IRA can be escheated by the state government, including the difference between escheatment of ...
  3. How to Pick the Right Bonds For Your IRA

    Learn about the best types of bonds to include in an IRA depending on an investor's risk tolerance. Understand the tax benefits ...
  4. Does Canada have Social Security numbers?

    Learn about the Canadian Social Insurance number, which is used by Canadian residents for identification and tax reporting ...
  5. Is Dish Network's Stock Suitable for Your IRA or Roth IRA?

    Find out if Dish Network is a suitable investment for traditional or Roth IRAs. Learn about DISH's long-term stability, growth ...
  6. How to Make Your Own Retirement Fund

    Making sure you have a large enough nest egg to retire on is a challenge. Here's how to accomplish the task, one step at ...
  7. Best Ways for Retirees to Use Up Airline Miles

    It’s easier than ever to earn frequent flyer miles, but redeeming them can be tricky. Some tips on how to do it.
  8. Inheriting an IRA: Tax Rules You Should Know

    Don’t get hit with a 50% penalty because you don’t know the required minimum distribution (RMD) rules for IRA beneficiaries.
  9. Are The Wealthy Better Served By Trusts Or Wills?

    Trusts and wills are both means to pass on wealth to heirs. Which of these is likely to serve your needs better if you have ...
  10. Should I include inflation-protected securities in my 401(k)?

    Learn how to protect your 401(k) from the adverse effects of inflation by adding inflation-protected securities to your portfolio.
  11. The 3 Most Affordable Retirement Communities in North Carolina

    Discover why North Carolina is growing in popularity among retirees, and learn about some of the most affordable retirement ...
  12. This Is How You Could Live in Mexico on $1,000 a Month

    Learn more about what kind of lifestyle you can lead on a $1,000 monthly budget in Mexico, and find out whether the country ...
  13. This Is How You Could Live in Colombia on $1,000 a Month

    Learn about the kind of life you can lead in Colombia with a budget of $1,000 per month, and decide whether this South American ...
  14. Are target-date funds (TDFs) actively managed?

    Learn how target date funds (TDFs) can be actively managed or go with a more of a hands-off approach featuring passively ...
  15. The Right Management Style for Your 401(k)

    How are you managing your 401(k)? Is your preferred management approach with this significant asset being properly applied?
  16. How Much Money Do You Need to Retire In Chile?

    Plenty of expats head to this South American country for its natural beauty and cosmopolitan cities. Retirees will also find ...
  17. Retire in Chile with $200,000 of Savings?

    With its exquisite natural beauty and cosmopolitan cities, Chile is an attractive and surprisingly affordable place to spend ...
  18. How to Manage Trust-Owned Life Insurance

    What are a trustee's responsibilities for trust-owned life insurance under the Uniform Prudent Investor Act?
  19. Retire In Iceland With $200,000 of Savings?

    Iceland isn't cheap. Yet, by eating and drinking local products, ditching the car and flying budget airlines, affordable ...
  20. This Is How Retirees Live On $1 Million Dollars

    Learn how retirees use various strategies, including immediate annuities and traditional portfolio investing, to make $1 ...
  21. What Does It Cost to Retire in Alaska?

    Learn how much money it takes to retire with a comfortable lifestyle in Alaska, and discover some ways to save for an Alaskan ...
  22. 3 Luxury Retirement Communities In Florida

    Discover why Florida has always been a popular retirement destination and learn more about some of the most luxurious retirement ...
  23. Why do financial advisors dislike target-date funds?

    Learn the reasoning behind why financial advisors prefer not to place their clients into target-date funds and how you can ...
  24. Deferred Compensation Plans Vs. 401(k)s

    Discover the major advantages and disadvantages offered by deferred compensation plans for retirement as compared to a 4 ...
  25. A Tax Loophole You May Not Want to Fall Into

    An Act of Congress has made it easier to increase contributions to Roth and traditional IRAs. But does the good outweigh ...
  26. Richard Thaler: The Founding Father of Behavioral Finance

    How one of the founding behavioral economists is helping individuals earn more on their portfolios and triple their savings ...
  27. Fidelity Vs. Vanguard: Where to Get a Target-Date Fund

    Examine the respective target-date funds (TDFs) offered by Fidelity and Vanguard, and learn which fund provider is likely ...
  28. How much money does New York make from unclaimed property each year?

    Learn about unclaimed property accounts and the different types of unclaimed property. Read about why property accounts are ...
  29. Is Social Security inflation-protected?

    Understand how U.S. Social Security benefits are indexed to changes in prices to adjust for changes in the cost of living ...
  30. Is Social Security considered to be welfare?

    Learn why Social Security is an entitlement, not welfare. Since 1940, Social Security has kept its promise to Americans who ...
  31. What To Do With Forgotten 401(k) Plans

    Job hopping is more acceptable, but as a result, workers are leaving 401(k) plans behind. In order to maximize savings that ...
  32. 5 Ways To Get Out Of Debt Without Sacrificing Your Retirement Savings

    Getting out of debt and saving for retirement doesn't have to be a choice. You can reduce your debt load without sacrificing ...
  33. How Much Money Do You Need to Retire in Iceland?

    Dreaming about retiring in this beautiful, mysterious country? Here’s how much your major expenditures – housing, healthcare ...
  34. How Much Money Do You Need to Retire in Ireland?

    After the Celtic Tiger's boom and bust, retiring in Ireland may be more affordable than you think. Here's an overview of ...
  35. Iceland's Top Retirement Destinations

    Remote landscapes and rugged beauty are a given. But the country also offers lively metropolises, brimming with cultural ...
  36. How Retirees Should Think About Investing

    Older households are still rebuilding their assets in a post-recession environment. Learn how to think about the task during ...
  37. Top 5 Retirement Cities in Chile

    Chile has a great deal to offer retirees: urban and country living, a remarkable and varied environment and a high standard ...
  38. How Much Money Do You Need to Retire in Peru

    Peru has a low cost of living so you can live cheaply there – or enjoy a lavish lifestyle for far less than at home.
  39. Retire in Peru With $200,000 of Savings?

    Peru has a very low cost of living, affordable healthcare and an excellent climate.
  40. Retirement Plan Options for Small Businesses

    State-sponsored retirement plans, which small business employees can participate in, are becoming more popular. Here's why ...
  41. Are variable annuities protected from creditors?

    Learn how different states protect variable annuities from creditors in different ways, and identify the most common levels ...
  42. Are variable annuities tax deferred?

    Learn how variable annuities are tax-deferred, but also understand some of the less advantageous tax implications from purchasing ...
  43. Should Each Child Get the Same Inheritance?

    The answer depends on what you've given your kids in the past, what their needs are now – and, unfortunately, how contentious ...
  44. Downsizing Your Home: The Tax Implications

    If you have clients who own homes that have appreciated substantially in value since their purchase, they may have significant ...
  45. Are variable annuities FDIC insured?

    Understand how variable annuities are not insured by the FDIC but realize that most states have guarantee funds in place ...
  46. Does having a 529A account disqualify me from receiving other government benefits?

    Learn how, under the ABLE Act, 529A accounts are excluded from means testing for government assistance, except for the Supplemental ...
  47. This Part of Estate Planning is Often Neglected

    In forming an estate plan, don't neglect your digital assets and legacy held in online accounts.
  48. Retirement Savings: How Much is Enough?

    Sure, you can never save too much for retirement, but just how much is enough?
  49. 3 Reasons to Stay Away From TIPS

    Learn three reasons why you should avoid investing in Treasury inflation-protected securities (TIPS) and why bondholders ...
  50. The Cities Where the Ultra-Rich Retire in Texas

    Discover how warm climates and cultural diversity makes Texas a popular retirement destination, and the cities that wealthy ...
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